Jeffrey Urban
Investment adviser representative at William Blair & Company L.L.C.
12 yearsExperience
1 stateRegistered in
$64.3BFirm assets
78 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- William BlairJun 2024 to now
- William BlairJun 2023 to May 2024
- Advisory ResearchJun 2021 to Aug 2021
- Vector Marketing CorporationDec 2019 to Sep 2020
- ShoreacresJul 2019 to Aug 2023
- StudentJun 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
William Blair & Company L.L.C.
$64.3BAssets managed
38,171Clients
329Advisers
78 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7947257
- Firm CRD
- 1252